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Schedule an email to send later
Schedule an email to send later
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Mar 10, 2023

Schedule emails to send at a later date and time.


In this article:


Schedule an email for later

Go to Projects and select the client. Open an email draft by either opening an existing email thread or creating a new email. Next to the Send button, click the up arrow to schedule your email.

Schedule timing options

You'll see three options:

  • Later: Your email will send 3 hours from the moment you click this option.

  • 9AM: Your email will send at 9AM on the following day.

  • Next Week: Your email will send exactly 7 days from the moment you click this option.

As soon as you choose an option, the email draft closes and is scheduled to send. You can find the pending email in the Workflows tab as a single-action workflow.


Schedule the email to send at a specific date and time

  1. Go to Projects and select your client.

  2. Write your email draft.

  3. Choose any of the send later options listed above (you will change this later).

  4. Click the Workflows tab.

  5. Select the workflow labeled “Delayed Email”. You will see the email scheduled to send later.

  6. Click Edit.

  7. Edit the listed date and time to a new date and time.

  8. Click Apply.


Edit a scheduled email

  1. Go to Projects and select your client.

  2. Click the Workflows tab.

  3. Select the workflow labeled “Delayed Email”. You will see the email scheduled to send later.

  4. Click Edit.

  5. Edit the email content.

  6. Click Apply.


Cancel a scheduled email

  1. Go to Projects and select your client.

  2. Click the Workflows tab.

  3. Select the workflow labeled “Delayed Email”. You will see the email scheduled to send later.

  4. Click Remove. The workflow action is deleted and your email will not send.

    arrow pointing to remove link


When I add an attachment to the email, I can no longer schedule the email to send later

Unfortunately, emails with attached files can only be sent immediately. Instead of attaching the file to the email, go to the Forms tab and upload the PDF first. Then, draft an email to send later with the form link.

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